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December 2nd, 2022 Information & Insights for the 403(b) Community Most Americans Value Retirement Planning, Fewer Than Half Appear to Do It A new AARP study finds a wide gap between how people feel about retirement planning and how prepared they say they are for life after work. Sponsors on the Periphery Unlike 401(k) plans, not all 403(b) plans are subject to Employee Retirement Income Security Act regulations. A 403(b) plan is exempt from ERISA if the sponsoring employer meets certain requirements, such as having only limited involvement with the plan.  To take advantage of this exemption, many 403(b) sponsors choose deferral-only plans. They may also limit... Ask the Experts Email amy.resnick@issgovernance.com with subject line “Ask the Experts.” Senator Cardin Worried SECURE 2.0 Won’t Pass This Year The Maryland Democrat expressed concern at an industry conference that there might not be enough time in this legislative year to pass SECURE 2.0. 2023 Plan Adviser of the Year Nominations Are Open Do you work with or know of a great plan adviser or plan adviser team? Plan Progress Webinar: Student Loan Debt Benefits Join PLANPSONSOR and a panel of experts on December 15 to learn what options are available for student loan debt benefits, their structure and cost; how student loan repayment help fits into an employer’s overall financial wellness benefits; what communications employees need about student loan debt and saving for retirement. Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox! Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850